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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $295,500 | $138,102+114.0% | $125,381+135.7% | $134,532+119.6% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -18.24% | 750.73%-769.0pp | 572.31%-590.5pp | 418.27%-436.5pp |
| Employer contribution / active EE | $7,837 | $5,245+49.4% | $4,815+62.8% | $4,741+65.3% |
| Participant deferral / active EE | $6,105 | $7,801-21.7% | $7,448-18.0% | $6,401-4.6% |
| Admin fee / account holder | $22,674 | $11,568+96.0% | $10,007+126.6% | $11,429+98.4% |